Saving Righteous Felon $600/mo by migrating to N8N
Our client Righteous Felon Craft Jerky is a boutique distributor of all-natural, high protein meat snacks. They work with businesses like hotels, airlines, independent grocers, and national retailers like Costco, Sprouts, Wawa, and Ralphs to offer their snacks to customers, and provide their clients with a customized experience that makes ordering, delivery, and inventory management […]
Creating a Jobber Data Dashboard
If you’re using Jobber as your field service management system, you may have run into limitations with its reporting. Maybe you’ve tried downloading your data so you could create your own reports in Google Sheets, or considered choosing a different platform with better reporting. Our client Graffitico approached us to create a better solution to […]
Streamlining Legal Operations: Migrating from Keap to Lawmatics
A highly-rated estate planning law firm* based in Newport Beach, California approached us with a common problem: their current CRM, Keap, was no longer meeting their needs. The system was slow and cumbersome to use, lacking in critical features, and unable to serve as both a CRM and case management system.
Automating purchase orders into Shopify for Righteous Felon Craft Jerky
We created a workflow to automate Righteous Felon Craft Jerky’s manual order entry process from purchase orders received via email.
Creating a member matching system for The Upside community
One of the most difficult parts of a community business is building relationships that tie the community together, and keep people engaged. The Upside is a community of independent consultants, all of whom are successful, busy, and have plenty of alternative options to spend their time. Yet, The Upside managed to build an award-winning community […]
Building a custom checkout and donation-based sponsor-matching system
“I hired Gio and his team at Datos to help me launch an online course. From the beginning I found Gio (and his team) to be professional and stellar communicators. Beyond that was his knowledge of a world I could not have navigated on my own. Gio was able to put resources together that had […]
Transferring Frump Fighters from Zapier to N8N
We worked with Frump Fighters to move their existing automations from Zapier to N8N while taking care to exactly match or exceed current functionality, while also avoiding missing any users who purchased while the migration occurred.
Dynamic quiz results email for How I Met My Dog
How I Met My Dog created a new quiz where users could answer personality questions about themselves and up to four of their dogs. These answers are processed with custom code to give the user results and insights about how their personality compares to their dog(s)’. The team hired me to take those results and […]
Built lead generation funnel which delivered 3x ROI
Built an ugly but effective case study lead generation funnel. Users opt in to receive the case study, then are solicited to schedule a call. I set up the funnel with Clickfunnels, followup emails in ActiveCampaign, and ran the ads from Facebook. We got 885 email optins, generated dozens of calls, and converted 2 of […]
Implementing HubSpot for 300+ employee tech company
Implemented HubSpot for a tech company with complex systems and multiple sources of data. The challenge: Set up a system that works seamlessly with 3-4 other email marketing systems for the same company Figure out how to import complex data from a variety of sources into the HubSpot system with an API and map it […]